Full disclosure, I’ve ripped this off someone from twitter, can’t vouch for its accuracy at all, but it’s directionally right and consistent with JRL’s recent peer analysis.
Now I understand we have a risk or two around Oregon and US permitting more generally and Li from clay is less proven.
But that aside, no matter how you cut it, JRL is a steal right now. US is not going to get caught without key minerals again to the extent they can help it, so I believe the permitting should sort itself out. And JRL has successfully tested the metallurgy.
10x wouldn’t be a stretch to catch up.
Full disclosure, I’ve ripped this off someone from twitter,...
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